Understanding Helm Settings: Company, Despatch & System Settings

Settings in Helm

Helm’s Settings area is the central nexus from which users can shape, configure, and refine every corner of their warehousing environment

From foundational company preferences to intricate despatch rules, this section allows you to exert complete administrative control across your entire operation

Below you’ll find a detailed breakdown of each section within Settings and how they empower your day-to-day workflow

Company Settings

This section is all about your organisation’s identity and core configuration

• Company Profile – your official name, logo, registered address and financial details that appear on invoices, packing slips and reports

• Users & Access – manage who can log in, assign roles and permissions, and control which parts of Helm they can view or modify

• Tax Groups & Defaults – define your baseline tax rules, default currencies, measurement units and warehouse parameters to ensure consistency from day one

• Data Import – bulk‑load customers, inventory, orders and suppliers via structured templates, eliminating manual entry

Use Company Settings to establish the foundational data, user permissions and organisational parameters on which all other processes depend

For a more detailed explanation explore the Company Settings Section

Despatch Settings

This area controls how your goods move from warehouse to customer

• Couriers – connect to 160+ carriers by entering API credentials, choosing service levels and configuring pickup schedules

• Shipping Rules – set conditional logic (by weight, region or value) so Helm auto‑assigns the optimal courier service

• Package Types & Targets – define your standard boxes, envelopes and pallets, plus SLAs and despatch windows to meet customer expectations

• Order & Document Rules – automate tagging, printing of pick lists, customs invoices and shipping labels based on order characteristics

• International Export – specify HS codes, country‑of‑origin and customs descriptions for seamless cross‑border shipments

Use Despatch Settings to automate and standardise every step of the shipping process, from label generation to courier selection and compliance documentation

For a more detailed explanation explore the Despatch Settings Section

System Settings

This suite of advanced tools shapes Helm’s underlying behaviour, communications and system‑wide automation

• Email & Print Templates – craft branded emails and document layouts with dynamic placeholders for personalised customer communications and professional paperwork

• Mail Accounts & Notifications – configure SMTP servers, set up system alerts and choose which events (order errors, rule failures) trigger messages to your team or customers

• Payment Methods & Custom Fields – define accepted payment options and extend Helm’s data model with bespoke fields for orders, products or customers

• Logs & Auditing – review user, channel and API request logs to monitor activity, troubleshoot integrations and maintain full operational transparency

• Inventory Linking, Job Reasons & Folders – manage SKU mappings across channels, standardise stock transactions and organise orders into logical buckets for streamlined workflows

Use System Settings to fine‑tune Helm’s platform behaviour, ensure consistent branding and communications, and maintain security, compliance and detailed audit trails

For a more detailed explanation explore the System Settings Section

How They Work Together

• Company Settings is the bedrock, ensuring all master data, users and defaults are correct before you begin operational work

• Despatch Settings builds atop that foundation, automating every aspect of your shipping, packing and compliance workflows

• System Settings sits behind the scenes, controlling communication templates, logging, customisation and integrations that keep the platform cohesive, secure and brand‑aligned

By understanding the distinct roles of these three settings areas, you can configure Helm more effectively - ensuring that your team works efficiently, your customers enjoy a consistent experience and your fulfilment operation remains robust and compliant across every step of the process